IOL Chemicals and Pharmaceuticals Limited has informed the Exchange about Transcript
IOLCP · price
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IOL Chemicals and Pharmaceuticals reported Q1 FY'26 revenue of Rs. 552 crores, up 9.8% year-on-year, with EBITDA rising 19.5% to Rs. 69.5 crores and EBITDA margin improving 102 basis points to 12.4%. Profit after tax grew 14.4% to Rs. 34 crores, while cash PAT rose 16% to Rs. 55 crores. The newly commissioned 10,800 MTPA backward-integrated Paracetamol plant has begun exports to Europe, and a new Minoxidil facility (Unit 9B) is expected by Q3 FY'26 with peak revenue potential of Rs. 50-60 crores. The company achieved REACH certification for Acetic Anhydride in the EU, won an EcoVadis Silver Medal, and holds a debt-free balance sheet. Management targets a 50-50 revenue split between Ibuprofen and non-Ibuprofen APIs, non-Ibuprofen revenue of Rs. 800-900 crores in 2-3 years, and a blended EBITDA margin of 14-15% for FY'26.
The strong Q1 results with margin expansion and clear multi-year growth targets (Rs. 2,000 crores revenue, 14-15% EBITDA margin, 40% exports) are positive for shareholders. Capacity ramp-up in Paracetamol, new Minoxidil launch, and regulated market expansion provide visible growth drivers, though the timeline for achieving 15% margins remains uncertain.